ISRG vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
Intuitive Surgical, Inc. · Healthcare
$388.97
+45.0% upside to fair value
Grade B
High Quality
VS
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+45.0%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
JNJ |
| Current Price |
$388.97 |
$253.85 |
| Fair Value Estimate |
$564.01 |
$198.76 |
| Upside to Fair Value |
+45.0%
|
-21.7%
|
| Market Cap |
$137.8B |
$611.1B |
| Forward P/E |
46.5x
|
29.3x
|
| EV / EBITDA |
31.4x
|
19.2x
|
| Price / Sales |
13.0x
|
6.3x
|
| Price / FCF |
48.6x
|
34.3x
|
| Revenue Growth YoY |
+23.0%
|
+9.9%
|
| Gross Margin |
66.3%
|
69.1%
|
| Operating Margin |
30.5%
|
26.9%
|
| Return on Equity |
17.0%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.06%
|
2.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Intuitive Surgical, Inc. operates in the healthcare sector, specializing in medical devices with a strong focus on robotic-assisted surgery systems. The company demonstrates high business quality with a durable competitive moat supported by a 17.0% return on equity, robust gross margin of 66.3%, and solid operating margin of 30.5%. Revenue and earnings growth in the most recent quarter were impre…
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
| Metric |
ISRG |
JNJ |
| Zone Low |
$423.01 |
$149.07 |
| Zone High |
$479.41 |
$168.95 |
| In Buy Zone? |
Yes
|
No
|